Location: WFH
Key Responsibilities:
- Meet with clients to assess their financial goals, risk tolerance, and investment preferences.
- Develop personalized financial plans and strategies based on clients' needs and objectives.
- Monitor and manage client portfolios to ensure alignment with their financial goals and market conditions.
- Create comprehensive financial plans that include budgeting, retirement planning,etc.
- Continuously review and adjust financial plans based on clients' evolving needs and life changes.
- Build and maintain strong relationships with clients through regular communication and exceptional service.
- Address client inquiries and concerns promptly and effectively.
Requirements:
- At least an ‘A’ Level and above
- Diploma in any field
- Fresh graduate are welcome
